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Formulate Financial’s Procter & Gamble PG Stock Holding History

Formulate Financial’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$236K Hold
1,623
– – 0.25% 23
2026
Q2 		$238K Hold
1,623
– – 0.25% 25
2026
Q1 		$234K Hold
1,623
– – 0.29% 25
2025
Q4 		$233K Hold
1,623
– – 0.27% 26
2025
Q3 		$249K Buy
+1,623
New +$253K 0.31% 22

Other funds holding PG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Formulate Financial's PG Position: Q3 2026 in Review

Formulate Financial held its Procter & Gamble (PG) position steady in Q3 2026 at 1,623 shares worth $236K. The position accounts for 0.25% of the portfolio, ranked #23.

Formulate Financial first reported a position in PG in Q3 2025 and has held it in 5 quarters since. The position peaked at $249K in Q3 2025. 2,830 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Formulate Financial held 1,623 shares of Procter & Gamble worth $236K as of Q3 2026.
  • Formulate Financial left its Procter & Gamble share count unchanged in Q3 2026.
  • Procter & Gamble made up 0.25% of Formulate Financial's portfolio in Q3 2026, its #23 holding.
  • Formulate Financial first reported a position in Procter & Gamble in Q3 2025 and has held it in 5 quarters since.
  • Formulate Financial's Procter & Gamble position peaked at $249K in Q3 2025.
  • 2,830 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Formulate Financial's 13F filing for Q3 2026, filed 9 Nov 2026.